Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Dykas, Lisa SchafferBank of America Merrill LynchWells Fargo Advisors$18504-06-2017
Agustin De Estrada, Manuel LecourBolton Global CapitalJPMorgan Chase & Co.$20004-05-2017
Harmon Raymond JamesMorgan Stanley Wealth Management$10604-05-2017
Tom HerbruckLPL Financial Kestra$47104-03-2017
John Chidwick, Ealon S. "Tripp" Thompson III, Richard B. Megorden II, Metin KurkcuRaymond JamesTriad Advisors$15004-03-2017
Edward KimPeachCapFirst Southern Securities$20004-01-2017
Susan Garbarino, Brent Kalka, Craig Tower, Curtis WiedemanLPL Financial 1st Global Capital$24003-31-2017
Grant UlrickLPL Financial Wells Fargo Advisors$7603-31-2017
William Blake Raymond JamesWells Fargo Advisors$16003-31-2017
Andrew LeBlancBruderman BrothersBank of America Merrill Lynch$30003-31-2017
Steve WardLPL Financial Suntrust Investment Services$5003-30-2017
Michael Krumholz, Shelia Little LPL Financial Cambridge Investment Research$12003-29-2017
Michael Krumholz, Sheila LittleIndependent Advisor AllianceCambridge Investment Research$15103-29-2017
Gavin Lodge, Harry Lodge, Christopher NoyalisLPL Financial Securian Financial Services$10403-27-2017
Carol Rogers, Omar R. QureshiHightower AdvisorsLPL Financial $20003-27-2017
Robin Foreman, Kristina DunnProspera Financial ServicesSummit Brokerage Services$8003-27-2017
Donald Fung, Matt Palleschi, John Campbell, Brian BechelliMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$82903-24-2017
David JenningsJanney Montgomery ScottBank of America Merrill Lynch$13503-23-2017
Dustin GrangerLPL Financial Wells Fargo Advisors$11703-23-2017
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava Bank of America Merrill LynchMorgan Stanley Wealth Management$34303-23-2017
Ashley Banks, Donna CarrollRaymond JamesBank of America Merrill Lynch$11203-22-2017
Xerxes MullanDynasty Financial PartnersBank of America Merrill Lynch$30003-21-2017
Paul GuerraLPL Financial Wells Fargo Advisors$7003-21-2017
Brian Pick, Terri Fought, Michael Bridgham, Advisor Craig, Christine EngelRaymond JamesBank of America Merrill Lynch$35003-21-2017
Kevin YingstLPL Financial Edward Jones$6703-20-2017
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.